BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$87.1M
3
+$17.3M
4
ORCL icon
Oracle
ORCL
+$16.7M
5
PFE icon
Pfizer
PFE
+$16.4M

Top Sells

1
+$9.94M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.63M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.82%
3 Communication Services 4.41%
4 Financials 4.07%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$487K 0.01%
74,603
+406
402
$487K 0.01%
4,118
+68
403
$487K 0.01%
4,075
+339
404
$481K 0.01%
24,530
+11,844
405
$480K 0.01%
14,721
-4,437
406
$480K 0.01%
+808
407
$477K 0.01%
6,063
+112
408
$476K 0.01%
+27,767
409
$475K 0.01%
6,183
-114
410
$471K 0.01%
1,574
-326
411
$471K 0.01%
3,041
-6
412
$471K 0.01%
1,269
+673
413
$468K 0.01%
5,187
+1,528
414
$468K 0.01%
7,463
+2,545
415
$465K 0.01%
4,036
+406
416
$460K 0.01%
6,443
+22
417
$460K 0.01%
8,211
-2,088
418
$456K 0.01%
1,519
+676
419
$454K 0.01%
+16,754
420
$448K 0.01%
+2,796
421
$447K 0.01%
921
+50
422
$444K 0.01%
18,449
+7,171
423
$444K 0.01%
5,991
-962
424
$441K 0.01%
2,277
+26
425
$436K 0.01%
3,681
+133
15 16
17
18 19